NISO Webinar: The Three S's of Electronic Resource Management: Systems, Standards and Subscriptions
 

NISO Webinar: The Three S's of Electronic Resource Management: Systems, Standards and Subscriptions

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Electronic Resource Management (ERM) encompasses a variety of practices and services that impact library staff and patrons. In this session, three panelists from the system vendor, subscription agent ...

Electronic Resource Management (ERM) encompasses a variety of practices and services that impact library staff and patrons. In this session, three panelists from the system vendor, subscription agent and academic library communities converge to discuss benefits and challenges of “three S’s” integral to ERM: systems, standards and subscriptions.

This high-level overview is ideal for libraries that might be considering ERM solutions and existing ERM libraries that would benefit with an update on current developments.

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  • Unfortunately, my crystal ball doesn’t work terribly well. However, I’ll lay out some of the current events that impact our community and what are some pitfalls and opportunities.

NISO Webinar: The Three S's of Electronic Resource Management: Systems, Standards and Subscriptions NISO Webinar: The Three S's of Electronic Resource Management: Systems, Standards and Subscriptions Presentation Transcript

  • http://www.niso.org/news/events/2011/nisowebinars/erm/ The Three S’s of Electronic Resource Management:Systems, Standards, and Subscriptions January 12, 2011 Speakers: Todd Carpenter, Bob McQuillan, and Oliver Pesch
  • The First “S” of Organizing and Distributing Information: Standards Todd Carpenter Managing Director, NISO NISO Webinar, January 12, 2011
  • Overview Why standards? • NISOs role in development of standards - ERM standards: SUSHI, SERU, ONIX- PL, KBART - Successes and Challenges in the adoption of standardsJanuary 12, 2011 Three Ss of Electronic Resource Management 3
  • Standards form the basis of commerceJanuary 12, 2011 Three Ss of Electronic Resource Management 4
  • Standards Aren’t a Foreign LanguageJanuary 12, 2011 Three Ss of Electronic Resource Management 5
  • Supply Chain or Library?January 12, 2011 Three Ss of Electronic Resource Management 6
  • National Information Standards Organization 32% Libraries/Library 35 % Publishers/Publishing Organizations Organizations 32 LSA Members (non-voting) ANSI ISO 35% Library Systems Other SDOs Suppliers, Publishing Vendors & IntermediariesJanuary 12, 2011 Three Ss of Electronic Resource 7 Management
  • NISO’s Organizational Structure Board of Directors Architecture Committee Subcommittee Subcommitte Topic Committee Topic Committee Topic Committee Working Group Working Group Working Group Working Group Working Group Working Group Working Group Working Group Working GroupJanuary 12, 2011 Three Ss of Electronic Resource Management 8
  • Ongoing work within NISO (1/2) Business Information Topic Committee CORE (Cost of Resource Exchange) Working Group E-journal Presentation Working Group ERM Data Review Working Group I2 (Institutional Identifiers) Working Group OpenURL Quality Metrics Working Group SUSHI (Standardized Usage Statistics Harvesting Initiative Standing CommitteeJanuary 12, 2011 Three Ss of Electronic Resource Management 9
  • Ongoing work within NISO (2/2) Content & Collection Management Topic Cmtee DAISY Standard Revision Working Group RFID in Libraries Revision Working Group Standardized Markup for Journal Articles Working Group NISO/NFAIS Supplemental Journal Article Materials Project Discovery to Delivery Topic Committee NISO/UKSG KBART Phase 2 Working Group NCIP (NISO Circulation Interchange Protocol) Standing Committee Physical Delivery of Library Resources Working Group SSO (Single Sign-On) Authentication Working GroupJanuary 12, 2011 Three Ss of Electronic Resource Management 10
  • NISO on the International Stage Actively participate internationally with ISO, EDItEUR, IFLA, ICSTI, International STM Association, the UK Serials Group, LIBER, Standards Australia, ISO Registration Authorities Standards developed today generally are applied across a worldwide and integrated industry.January 12, 2011 Three Ss of Electronic Resource Management 11
  • The ISO world communityJanuary 12, 2011 Three Ss of Electronic Resource Management 12
  • Our part of ISO’s OrganizationalStructure Technical Committee (TC) 46 Information & Documentation Subcommittees (SC): 4 – Systems Interoperability 8 – Performance Measurement 9 – Identification & Description 11 – Records ManagementJanuary 12, 2011 Three Ss of Electronic Resource Management 13
  • ERM Challenges and StandardsJanuary 12, 2011 Three Ss of Electronic Resource Management 14
  • DLF ERMI Workflows Differences between print and electronic workflow As described in initial ERMI report Source: http://www.diglib.org/pubs/dlf 102/dlfermi0408appb.pdfJanuary 12, 2011 Three Ss of Electronic Resource Management 15
  • Workflow of E-Resource Management Trial use License terms Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access lists Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 16
  • Workflow of E-Resource Management Trial use License terms Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 17
  • Workflow of E-Resource Management License terms Trial use SERU Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 18
  • Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 19
  • Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 20
  • Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price Evaluate Register IP Addresses User feedback Acquire KBART Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems KBART URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists KBART Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 21
  • Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price CORE Evaluate Register IP Addresses User feedback Acquire CORE KBART Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems KBART URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists KBART Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 22
  • Workflow of E-Resource Management Trial use SERU License terms LEWG/ONIX-PL Assess need/budget Price CORE Evaluate Register IP Addresses User feedback Acquire CORE KBART Portals/ Access listsSUSHI Usage stats Evaluate Proxy servers Downtime analysis Monitor Provide Access SSO Campus authentication Review problems KBART URL Problem log maintenance Provide Support Administer User IDs Hardware needs Preferences (store) Software needs Holdings lists KBART I2 Contact info Access restrictionsImage from Troubleshoot/ triage LEWG/ONIX-PL View rights for useOliverPesch, EBSCO January 12, 2011 Three Ss of Electronic Resource Management 23
  • What is ONIX-PL?January 12, 2011 Three Ss of Electronic Resource Management 24
  • What is ONIX-PL, really?• A structure for making the content of a license machine-readable• An XML format• A tool to make license terms and conditions more accessible• Extensible so additional terms can be added to dictionary in the future• OPEN to interpretationJanuary 12, 2011 Three Ss of Electronic Resource Management 25
  • Briefly: SUSHI• Need: Simplify and automate the gathering of usage data for librarians – Librarians spending more time gathering data than analyzing it• Solution – Server/Client system to exchange COUNTER reports – Easily incorporated into usage systems (on publisher side) or into ERM (on library side) – Client calls to server, asks for report, and server runs the report and sends it on – Data exchange is taking place by machine talking with machine• Incorporated into COUNTER 3 Code of Practice in fall 2009 – Publishers who claim COUNTER compliance MUST BE SUSHI CompliantJanuary 12, 2011 Three Ss of Electronic Resource Management 26
  • Briefly: SERU• Need: Reduce the transaction costs of negotiating licenses, particularly for smaller products• Solution – Framework for community-held best practices regarding delivery and management of electronic content – Based on a decade of growing mutual trust and experience with digital information – Broad consensus on issues such as authorized users, third- party archiving, improper use, systematic downloading, etc. – Not another model license, nor a click-through or wrap Why have lawyers arguing over small ticket products?January 12, 2011 Three Ss of Electronic Resource Management 27
  • Briefly: KBARTKnowledge Bases and Related Tools Project, Phase IIJoint NISO/UKSG project launched in 2008Phase I Report published in January 2010Three core problems – Inaccurate data leads to bad links – Incorrect implementation – Lack of knowledge• Recommendations on data requirements, transfer format & protocols, error reporting, education Three Ss of Electronic Resource ManagementJanuary 12, 2011 28
  • Standards for E-Resources Adoption. Promotion. Problems?January 12, 2011 Three Ss of Electronic Resource Management 29
  • Successes based on community pressureSUSHI has had tremendous success in adoption since it was published in 2007Presently 110 publishers are COUNTER 3 compliant (as of May)Key to driving adoption:Tying SUSHI Compliance with COUNTER 3 Compliance COUNTER had established market credibility and demand SUSHI added functionality, which made COUNTER easier to use, therefore more desirable Relative simplicity to implement based on web services January 12, 2011 Three Ss of Electronic Resource Management 30
  • Successes based on cost savingsSERU has had also seen significant success in adoption since it was published in 2008Presently 131 libraries are listed on the SERU registry Another 8 consortia AND 44 publishers and content providersKey to driving adoption:Simplicity – easy to understand and narrow scopeReal pain by both publishers and libraries negotiating licensesSERU provides significant cost savings and facilitates sales. January 12, 2011 Three Ss of Electronic Resource Management 31
  • Challenges for adoption of licenseexpressionClearly, communicating license permissions and prohibitions to staff and users is difficultLicense expression is not a simple process Definite cost-benefits analysis needed Consider: – Desire for ambiguity versus clarity – The level of detail that your organization needs – ONIX-PL is not an enforcement mechanism – Issues impacting negotiation – risks of 3rd party encoding/handling – The pain threshold of managing licenses badly is less than the system costsJanuary 12, 2011 Three Ss of Electronic Resource Management 32
  • Chicken and the egg problem: CommunicationA communication structure isn’t really useful with no one to talk to. Applies to CORE & ONIX-PL.There is no real benefit to being a first mover in adoptionPartnership is required among two providers who may not have the same goals, priorities January 12, 2011 Three Ss of Electronic Resource Management 33
  • Challenges for adoption of ERM systemsElectronic Resource Management, generally, is a complicated processFor many reasons didn’t fit within existing ILS systemsE-content management staff levels comparatively lowMany different models for managing library data End-to-End Enterprise Systems, Plug-in, Open Source January 12, 2011 Three Ss of Electronic Resource Management 34
  • Squeaky WheelJanuary 12, 2011 Three Ss of Electronic Resource Management 35
  • Thank you! Todd Carpenter, Managing Director tcarpenter@niso.org National Information Standards Organization (NISO) One North Charles Street, Suite 1905 Baltimore, MD 21201 USA +1 (301) 654-2512 www.niso.orgJanuary 12, 2011 Three Ss of Electronic Resource Management 36
  • Three S’s of Electronic ResourceManagement: Systems Bob McQuillan Senior Product Manager Innovative Interfaces
  • What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What is an Electronic ResourceManagement (ERM) System?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early challenges for libraries … Integrated library systems not originally designed to accommodate electronic resource data Resource License Coverage database Usage statisticsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early challenges for libraries … Internal workflow issues Electronic resource data in many formats and locations; not centralized Data not integrated into ILSCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early challenges for patrons … No single search and discovery point for both print and electronic holdings Electronic holdings typically in separate database siloCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Electronic Resource ManagementInitiative (ERMI) Workshop co-sponsored by NISO and the Digital Library Federation (DLF) in 2002 ERMI evolved under the guidance of DLF to pull together common specifications and tools to effectively manage licensed electronic resources Landmark report published in August 2004Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Electronic Resource Management:The Report of the DLF Initiative “An Electronic Resource Management system is a system encompassing a wide range of functions throughout the electronic resource life cycle …”Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Electronic Resource Management:The Report of the DLF Initiative “… including but not limited to: Ordering Acquisition Maintenance and renewal process Generation and maintenance of discovery tools such as e-resources web pages Recording and presentation of license information such as authorized users and permitted uses”Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges … Logins & Vendor Passwords LicensesUsageStats Link Resolver Workflow Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges … Logins & Vendor Passwords Licenses Trial Notes MARC Records Usage Stats Link ResolverOutageReports Coverage Dates Workflow Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges … Logins & Admin Vendor Passwords URL Licenses Trial Terms Notes of Use A-to-Z MARC Records Usage Stats Link ResolverOutageReports Coverage Vendor Dates Workflow Contacts Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Early ERM system challenges … IP Addresses Logins & Admin Vendor Costs URL Licenses Passwords Trial Terms Notes of Use A-to-Z MARC Records Usage Stats Link Resolver Acquisition Notes Access URLs RenewalOutage DatesReports Coverage Vendor Proxies Dates Workflow Contacts Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Since 2004 …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Since 2004 … Gold Rush Verde®Unified Resource Management Millennium™ ERM 360 Resource Manager Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Since 2004 … Gold Rush ERM Essentials™ Verde®Unified Resource Management Open ERAM Millennium™ ERM HERMIS 360 Resource Manager SwetsWise eSource Manager Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Since 2004 … CORAL Gold Rush ERM Essentials™ ERMes Verde®Unified Resource Management Open ERAM Millennium™ ERM HERMIS CUFTS 360 Resource Manager SwetsWise eSource Web-scale Management Manager Service (WMS) Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Where are we today? Marco BellucciCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Many ERM choices for different requirements ERM SystemCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM SystemCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM ILS Catalog Integration Acquisitions SystemCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM ILS Catalog Integration Acquisitions System Standards COUNTER ONIX-PL &Best Practices SUSHI CORE ERMICopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Many ERM choices for different requirements Metadata Bibliographic Services Knowledgebase ERM ILS Catalog Integration Acquisitions System Usage Standards COUNTER ONIX-PL Reporting statistics Tools &Best SUSHI CORE Practices Cost per use ERMI Title overlapCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Many ERM choices for different requirements Metadata Bibliographic Services KnowledgebaseElectronicresources inseparatecatalog OPAC & ERM ILS Catalog Discovery Integration AcquisitionsEverything in Platform Systemone place;regardless offormat &location Usage Standards COUNTER ONIX-PL Reporting statistics Tools &Best SUSHI CORE Practices Cost per use ERMI Title overlap Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Many ERM choices for different requirements A-Z list Related Bibliographic Link resolver Products & Metadata Federated search Services Services Knowledgebase Enriched contentElectronicresources inseparatecatalog OPAC & ERM ILS Catalog Discovery Integration AcquisitionsEverything in Platform Systemone place;regardless offormat &location Usage Standards COUNTER ONIX-PL Reporting statistics Tools &Best SUSHI CORE Practices Cost per use ERMI Title overlap Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • At the same time, many challenges … Financial reality … budgets are shrinking and shifting TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • At the same time, many challenges … Financial reality … budgets are shrinking and shifting 60 to 70% annual budgets on electronic resources vs. print Increasing pressure to maximize use of electronic resources TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • At the same time, many challenges … Many libraries struggle with the same workflow issues TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • At the same time, many challenges … Many libraries struggle with the same workflow issues Many still spend more time and energy controlling traditional paper resources which make up a smaller portion of the budget TW CollinsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • As a result … Library staff duties are evolvingCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • As a result … Library staff duties are evolving “Big picture” is shifting Print and electronic? One system vs. interoperable products and services? What are the most critical areas and priorities? Do these fit into long-term objectives?Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Where do we go from here? alisdairCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What libraries can do …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What libraries can do … Identify gaps and opportunities for increased efficiencyCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What libraries can do … Identify gaps and opportunities for increased efficiency Get involved with stakeholders Patrons System vendors Subscription/publisher services Other libraries Standards organizationsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What ERM system vendors can do …Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What ERM system vendors can do … Solicit library feedback Conferences, user groups, customer support, email, listserv etc.Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What ERM system vendors can do … Solicit library feedback Conferences, user groups, customer support, email, listserv etc. Partner with other stakeholders Standards organizations and interest groups Other product and service providersCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • What ERM system vendors can do … Solicit library feedback Conferences, user groups, customer support, email, listserv etc. Partner with other stakeholders Standards organizations and interest groups Other product and service providers Adopt industry standards and best practicesCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • ERM Data, Standards& Best Practices Review Ivy Anderson (co-chair, California Digital Library) Tim Jewell (co-chair, University of Washington) Jeanne Downey (University of Houston) Deberah England (Wright State University) Harry Kaplanian (Serials Solutions) Rafal Kasprowski (Rice University) Tim McGeary (Lehigh University) Bob McQuillan (Innovative Interfaces) Angela Riggio (UCLA)Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • ERM Data, Standards& Best Practices Review NISO working group to undertake “gap analysis” regarding ERM related data, standards and best practicesCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • ERM Data, Standards& Best Practices Review Deliverable will highlight current work that provides solutions for specific areas of ERM use, identifies gaps where work has not been done, and recommends appropriate further work Report to be delivered to the NISO Business Information Topic Committee and made publicly availableCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • ERM Data, Standards& Best Practices Review Consult with vendors, libraries using ERM systems and other stakeholders for additional feedback Describe challenges libraries face with current ERM systems Identify gaps in interoperability and best practices Make recommendations regarding future of ERMI data dictionaryCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • ERM Data, Standards& Best Practices Review Standards mapping with ERMI Working from related standards and best practices Determine correspondence, overlap Compare meanings and uses Determine whether ERMI data dictionary should address, or relevant standard (w/revisions) sufficient to address ERM needs Discovery of gaps in existing standardsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • ERM Data, Standards & Best Practices Review Standards mapping with ERMI Working from related standards and best practices Determine correspondence, overlap Compare meanings and uses Determine whether ERMI data dictionary should address, or relevant standard (w/revisions) sufficient to address ERM needs Discovery of gaps in existing standardsCORE I2 ONIX-PL ONIX-SRN TRANSFERCOUNTER KBART ONIX-SOH Shibboleth vCARDDOI MARC ONIX-SPS SUSHI Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Why Standards? ERMI was not a standard Libraries want: Simplified license agreements Workflow tools and best practices Authority control for products and vendors Interoperability and data transport Holdings data for ebooks and ejournalsCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Why Standards? Reduce re-keying Reduce maintenance cost & disruption Durability of data Avoid supplier lock-in Easier development path Platform for collaboration Whole system economies Source: “The Business Case for Standards” (JISC)Copyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • For More Information ERM Data, Standards & Data Review Working Group http://www.niso.org/workrooms/ermreview Bob McQuillan Senior Product Manager Innovative Interfaces bmcquillan@iii.comCopyright Innovative Interfaces. Not to be duplicated or distributed without permission of Innovative Interfaces.
  • Three S’s of Electronic ResourceManagement: Subscriptions Oliver Pesch Chief Strategist, E-Resources EBSCO Information Services NISO Webinar January 12, 2011
  • Subscriptions…• The challenges• The changing role of the subscription agent• Benefits for customers• Standards and how they can help
  • The challenges
  • This… Acquire Evaluate Monitor Provide Access Provide Support AdministerLife cycle of a resource
  • This… Order Pay Assess need/budget Evaluate Acquire Catalogue Evaluate Monitor Provide Access Check-in/ shelve Provide Support Administer ClaimingLife cycle of a resource
  • Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
  • Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Transitioning from Print to Online problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
  • Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Gaining Access problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
  • Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Transfer of Journals Review authentication problems Changes in Format Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
  • Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Handling Packages problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
  • Became this! License terms Order Trial use Price Pay Assess need/budget Evaluate IP Addresses Register User feedback Acquire Proxy Servers Usage stats Catalog Evaluate Portals/Access Downtime Monitor Provide Access lists analysis Campus Review authentication Measuring Usage and Value of Content problems Holdings lists Problem log Provide Support Administer User IDs Hardware needs Admin module information Software needs Preferences (store) Contact info Holdings lists Troubleshoot/ Access triage restrictions View rights for Claiming useLife cycle of a resource
  • The agent’s changing role
  • Traditional opportunities for efficiency Subscription AgentLibraries Publishers
  • Traditional opportunities for efficiency Subscription Agent Single title fileLibraries Publishers
  • Traditional opportunities for efficiency Orders Subscription Agent Single title fileLibraries Publishers
  • Traditional opportunities for efficiency Orders Renewals Subscription Agent Single title fileLibraries Publishers
  • Traditional opportunities for efficiency Orders Renewals Claims Subscription Agent Single title fileLibraries Publishers
  • Traditional opportunities for efficiency Orders Renewals Claims Subscription Agent Single title file PaymentsLibraries Publishers
  • Traditional opportunities for efficiency Orders Renewals Claims Subscription Agent Single title file Payments InvoicesLibraries Publishers
  • Evolving opportunities for efficiency Subscription AgentLibraries Publishers
  • Evolving opportunities for efficiency Capturing data Subscription AgentLibraries Publishers
  • Evolving opportunities for efficiency Capturing data Subscription AgentLicense details Libraries Publishers
  • Evolving opportunities for efficiency Capturing data Subscription AgentLicense details Access & Registration data Libraries Publishers
  • Evolving opportunities for efficiency Influence processes Capturing data Subscription AgentLicense details Access & Registration data Libraries Publishers
  • Evolving opportunities for efficiency Influence processes Capturing data Subscription AgentLicense details Access & Registration data Libraries Order Activation Publishers
  • Evolving opportunities for efficiency Influence processes Capturing data Subscription AgentLicense details Access & Registration data Libraries Order Activation Package Publishers Renewal
  • Evolving opportunities for efficiency Influence processes Capturing data Feeding other systems Subscription AgentLicense details Access & Registration data Libraries Order Activation Package Publishers Renewal
  • Evolving opportunities for efficiency Influence processes Capturing data Feeding other systems Subscription AgentLicense details Access & Registration data Holdings list Libraries Order Activation Package Publishers Renewal
  • Evolving opportunities for efficiency Influence processes Capturing data Feeding other systems Subscription AgentLicense details Updating ERM systems Access & Registration data Holdings list Libraries Order Activation Package Publishers Renewal
  • Other complementary services• Leveraging the captured data and knowledge of content and customer’s subscriptions• Access services – A-to-Z – Link resolver – MARC• Management tools – ERM – Usage consolidation
  • Benefits for customers• Streamlines workflows… – Saves time – Reduces cost• Supports better informed decisions… – Key data elements readily available• Improve access for end users… – More timely activation of subscribed content – More accurate holdings and coverage – Better integration of full text
  • Standards
  • Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS
  • Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH
  • Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH• Exchanging cost information (agent to library) – EDI, CORE
  • Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH• Exchanging cost information (agent to library) – EDI, CORE• Exchanging license terms (publisher to agent; agent to library) – ONIX-PL
  • Standards• Exchanging title lists (publisher to agent) – KBART, ONIX-SPS• Exchanging holdings lists (agent to library; agent to knowledge base vendor) – KBART, ONIX-SOH• Exchanging cost information (agent to library) – EDI, CORE• Exchanging license terms (publisher to agent; agent to library) – ONIX-PL• Exchanging usage data (publisher to library) – COUNTER, SUSHI
  • Thank You Oliver Peschopesch@ebsco.com